How do I switch between Workers and Assets in the Resources panel?

Quick answer

Click the Workers or Assets tab at the top of the Resources panel to switch which set of cards you're browsing and dragging from.

Overview

The Resources panel holds everything you can assign to a project — workers on one tab, assets on the other. Only one tab is shown at a time, so switching between them is how you move from staffing a card with people to staffing it with equipment. Both tabs share the same panel and the same drag-and-drop behavior; only the underlying list changes.

Before you begin

• The Resources panel is available to admins in the web portal.

Steps

1. Find the Resources panel. It sits above the schedule grid, showing a resource count and search box.
2. Click the Workers tab to see worker cards, each showing a status like Not scheduled or a day count.
3. Click the Assets tab to see equipment cards instead.
4. Search within the active tab. Use Search workers by name or ID on the Workers tab to find a person; the Assets tab has its own search for equipment.
5. Drag from whichever tab is active. Whatever tab you're on determines whether you're dragging a worker or an asset onto the grid.

Use cases

• Staffing a card fully: switch to Workers to assign people, then switch to Assets to assign equipment to the same card.
• Equipment-only check: switch to Assets to see what equipment is free this week without worker cards cluttering the view.

Troubleshooting

I'm trying to drag a worker but keep getting assets instead. Check which tab is active in the Resources panel — you can only drag from the tab currently selected.

Does switching tabs change what's on the grid? No. Switching tabs only changes what's shown in the Resources panel itself; the schedule grid and its cards stay the same.